246: He built India's #1 Data Centre and is now building its AI backbone | Sharad Sanghi, CEO - Neysa
India's GPU footprint is on track to grow 40x by 2030, from ~50,000 today to a couple of million.
That number is bigger than any public forecast. Sharad Sanghi has the unusual standing to make it: he built Netmagic into India's most significant datacenter business, and he's now running Neysa, the only neo cloud in India that Semi Analysis has rated, backed by Blackstone.
In this episode of Intelligent Indians, Rajinder Balaraman and Sharad cover:
1. Why neo clouds exist as a category, and what hyperscalers structurally can't do for one market
2. The ITQ case study: how to define ROI before…
The skinny
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